LCM
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Logan Capital Management’s DTE Energy DTE Stock Holding History

Logan Capital Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-536
Closed -$75.8K – 316
2025
Q3 		$75.8K Hold
536
– – ﹤0.01% 301
2025
Q2 		$70.9K Buy
536
+1
+0.2% +$134 ﹤0.01% 299
2025
Q1 		$74K Hold
535
– – ﹤0.01% 323
2024
Q4 		$64.6K Buy
535
+35
+7% +$4.32K ﹤0.01% 334
2024
Q3 		$64.2K Hold
500
– – ﹤0.01% 336
2024
Q2 		$55.5K Hold
500
– – ﹤0.01% 333
2024
Q1 		$56.1K Hold
500
– – ﹤0.01% 335
2023
Q4 		$55.1K Hold
500
– – ﹤0.01% 345
2023
Q3 		$49.6K Hold
500
– – ﹤0.01% 344
2023
Q2 		$55K Hold
500
– – ﹤0.01% 335
2023
Q1 		$54.8K Hold
500
– – ﹤0.01% 343
2022
Q4 		$58.8K Hold
500
– – ﹤0.01% 340
2022
Q3 		$58K Hold
500
– – ﹤0.01% 335
2022
Q2 		$63K Hold
500
– – ﹤0.01% 334
2022
Q1 		$66K Hold
500
– – ﹤0.01% 340
2021
Q4 		$60K Hold
500
– – ﹤0.01% 353
2021
Q3 		$56K Sell
500
-88
-15% -$10.3K ﹤0.01% 351
2021
Q2 		$65K Hold
588
– – ﹤0.01% 336
2021
Q1 		$67K Buy
+588
New +$61.7K ﹤0.01% 323
2016
Q2 		– Sell
-2,703
Closed -$209K – 270
2016
Q1 		$209K Buy
+2,703
New +$195K 0.02% 278

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